Investment Q&A

Q: Hi Peter, Ryan and Team;
My attention was brought to PTM by a video on BNN. Production is anticipated to commence in Q1 2016. I am thinking it might be an opportunity to buy now. I note there are 768.9M shares outstanding. It would be great to hear the current opinion of this company.

Q: With all the "green" power talk, I am considering an investment in nuclear power. Would you opt for a uranium miner or a nuclear power producer? What are your top dividend-paying Canadian picks in each category? Is it still a little too early for this? Do you see a better future in other sources like wind or solar v nuclear? I already hold some NG producers, which I intend to keep.
Thank-you

Q: 11:49 AM 12/21/2015
Hello 5i
I manage my adult son's RRSP. We have a 10% position in FNV that is up 320% from when he purchased it and have no intention of selling it at all.
We also have a 2% position in Goldcorp down 52% and a 2% position in Premier Gold down 56% from purchase.
We like all three companies and think they have good prospects. However we want to reduce the gold holdings a bit and wonder if we should just sell one of G or PG, or maybe sell both G and PG.
1. Which would you sell if you wanted to sell just one?
2. Would you advise selling both and just keeping the FNV?
Thank you..........Paul K

Q: Seasons Greetings Peter and 5I team!

I am looking to identify the proverbial “baby(s) that got thrown out with the bathwater” in the Canadian mining sector. It feels like this sector is “washed out” and that there may be oversold equities that are beginning to turn-around. What is your opinion?

On reading through your recent history answering questions on Lundin Mining, I sense that you have had some comfort with this company’s turn-around prospects. Would you kindly offer your comments on LUN’s current outlook.

Is LUN’s cash flow is expected to pick-up in the near term. Is it expensive based on current earnings? If so, are there any catalysts for organic growth to spur their earnings?

Are you able to identify which base metals are expected to be in shortage in the next year or two, and for which of these does LUN have capacity to meet market demand?

With respect to the base metals producers, what are the key factors to guide whether it is timely to wade back into this sector?

In your opinion, what companies in this sector appear to be poised to be recognized by the market to lead the turn-around in this sector? For example, although FM and HBM are debt laden, despite the likely impact of increasing interest rates negatively impacting their debt, what metals do they primarily produce that you think will sufficiently help them to handle to offset their debt burden?

If necessary, please feel free to deduct more than one credit for this inquiry. My thanks for your help.

SGR

Q: Peter their is a up date on DGC sent yesterday can you and your team give your opinion on this .
Jim.

Q: Peter and His Wonder Team
I realize no one can see the future. However I know you have good insight into this company...so I was wondering! If you were a St. Andrew Goldfield shareholder how would you assess this deal? Would you take the positive bounce in SAS stock, sell and move on? Or do you agree with both boards of directors that the synergies will benefit both companies...Therefore if you liked SAS before the deal you should be pleased to become a KGI shareholder. Please keep in mind SAS was a long term hold and KGI could be also! Do you think it might be wiser to sell and buy another gold stock that would be better than KGI? A contrarian choice would be preferred!
Thanks again...it is always great to know you and your team is just a click away when a retail investor is faced with a decision and does not want to go down the wrong road!
Dr.Ernest Rivait

Q: Been thinking of adding some Hudbay at close to 52 week lows, Nov 5 you said " not yet". Would you still wait?

Q: A lot of insider buying lately and stock options being issued @16 cents Sunvalley and Kinross have accumulated about 30 % of the shares..I get the feeling something is going on or maybe about to happen.
Thanks--Have a great Xmas

Q: What would your top three Precious metal miner picks be?

Q: Hi Team,
I was surprised today that Goldcorp and other precious metals miners jumped up. G was up over 7%, presumably on news about the rate hike in the US. Klondex, Mandalay, Agnico Eagle and others were also up quite a bit (so it's not company specific). Can you please comment on the correlation between US rates, US dollar and gold miner prices. Seems like gold itself was down slightly. I would have expected gold miner shares to fall.
Thank you for your insights.
Michael

Q: What are your thoughts on this company?

Q: Why is MND tanking when other golds seem to be strengthening? Is there something specific to the company going on?
Thanks

Q: Hi:
Will there be a price that Teck becomes a buy or is it a total stay away.
Thanks: Jerry

Q: I see your not a fan of Robert Friedland, but he certainly is a deal maker (must be very well connected).
I have been watching Ivanhoe for a long time and picked some up recently. With the deal with Zijin and the Platreef holdings, plus the commodity market being so out of favour I have a hard time seeing how this can't be a good buy over the next couple years.
Your opinion please and thanks for your fabulous service (I'll be a member as long as I'm in the market)

Q: Peter and His Wonder Team
On Nov.16th KGI bought SAS...to close in Jan.2016...if all proceeds well. SAS was valued at $0.47 and would receive .0906 KGI shares for each SAS share.
Currently SAS is trading at $0.44 and KGI is down from it's $5.23 closing on Nov.16th. My question if you please...is there any way SAS can go above $0.47 before the closing date? What happens if KGI went higher than $5.23 before closing...would that effect SAS?
Dr. Ernest Rivait

Q: Can you expect this company to still be in business out 18 months.

Q: I thought with the threat of higher US interest rates gold would drop?

Thx Blake

Q: What do you think of this company and the reports? A sell, hold, or buy?
Is the dividend safe? Thank you!

Q: I have a very small allocation to two junior miners - Nevada Copper (NCU) and Sherritt (S). I plan to crystallize losses on one of these positions and consolidate into the other. Given high risk tolerance, which of these would you prefer to hold long term.

Q: Hi team. I would like your opinion on (FCU)Fission Uranium ?
thanks